The Momentum Managed Portfolios are designed to give investors of all risk profiles access to discretionary investment strategies through model portfolios suitable to them and their investment goals. Our solutions are structured to provide a sophisticated investment offering that aims to perform strongly in an array of market conditions.
Download Brochure >
What are the Momentum Managed Portfolios?
The Momentum Managed Portfolio Service consists of six Managed Portfolios, three sustainable Managed Portfolios, and an Income Portfolio designed to cater for a wide range of risk, return and ethical appetites. The Portfolios are highly diversified and spread risk by investing across regions and asset classes. As well as a wide diversification of assets, we also use a blend of investment styles and approaches that we feel support and are complementary to our outcome-based investment approach. Read More >
Why invest in the Momentum Managed Portfolio Service?
With markets becoming ever more dynamic and changeable it can be a challenge for advice firms to keep on top of important areas such as asset allocation, fund research and fund selection. This is where a well-resourced Managed Portfolio Service can come into its own, with a constant and consistent approach to market analysis and regularly re-shaping portfolios, aiming to improve outcomes for our clients. Read more >
Who are the Momentum Managed Portfolios Suitable for?
The Managed Portfolios are ideal for clients who are looking for an investment solution that has a clear target outcome, is benchmark agnostic and who require a steady return from their investments. They are designed for clients who would like exposure to a wide range of assets through one portfolio and have lifetime goals in the medium to long term. Read more >
5-star and risk rated Managed Portfolios
Current risk ratings are as follows:
| Dynamic Planner profile | Defaqto Risk Rating | FinaMetrica score range | |
| Momentum Managed Portfolio 3 | 3 | 3 | 37 - 48 |
| Momentum Managed Portfolio 4 | 4 | 4 | 52 - 62 |
| Momentum Managed Portfolio 5 | 5 | 5 | 63 - 76 |
| Momentum Managed Portfolio 6 | 6 | 7 | 70 - 86 |
| Momentum Managed Portfolio 7 | 7 | 8 | 75 - 100 |
| Momentum Managed Portfolio 8 | 8 | 9 | 79 - 100 |
| Momentum Income Portfolio | 4 | 4 | - |
Defaqto is a financial information business. Profile published 06.06.2023 by Distribution Technology based on data and information as at 31.03.2023. Full FinaMetrica Risk Tolerance Risk scores for the Portfolios is available upon request.
Awarded 5 star rating by Defaqto:
Portfolio performance
Momentum Managed Portfolios discrete performance over 5 years.
| Oct 2022 - 23 | Oct 2021 - 22 | Oct 2020 - 21 | Oct 2019 - 20 | Oct 2018 - 19 | |
| Momentum Managed Portfolio 3 | -1.5% | -7.5% | 8.1% | 0.6% | 5.1% |
| Momentum Managed Portfolio 4 | -0.1% | -7.8% | 14.8% | -1.9% | 7.4% |
| Momentum Managed Portfolio 5 | 1.0% | -8.0% | 20.3% | -4.5% | 8.3% |
| Momentum Managed Portfolio 6 | 1.8% | -8.5% | 22.8% | -4.3% | 9.3% |
| Momentum Managed Portfolio 7 | 2.1% | -9.3% | 24.8% | -4.0% | 9.2% |
| Momentum Managed Portfolio 8 | 2.5% | -11.1% | 25.5% | -4.3% | 9.6% |
| Momentum Income Portfolio | 0.8% | -6.3% | 14.2% | -4.8% | 7.5% |
| Momentum Sustainable Managed Portfolio 4 | -0.7% | -10.1% |
- |
- | - |
| Momentum Sustainable Managed Portfolio 5 | 0.0% | -10.5% | - | - | - |
| Momentum Sustainable Managed Portfolio 6 | 0.3% | -10.6% | - | - | - |
Source: Momentum Global Investment Management, Financial Express & Bloomberg Finance L.P. Past performance is not indicative of future returns. MGIM commenced management of the Portfolios from February 2016. Data as at 31 October 2023.
